Early sign-up Offers

Be a part of kicking off the best life insurance event of the year that will grow into the biggest event in life insurance annually.
1st 50 who sign up before October 6th will get a free "DTDW 2024" T-shirt (have to be paid attendees, not REV Rise members).
1st 100 get front section seating (preferred VIP seating).

*Early sign-up ends in...

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REV Preferred Partners

In the Insurance world everyone wants your contracts, a piece of your money, or something else. There are thousands of options for leads, training, tools, resources, business cards, phone systems, and more. Our Preferred Vendor Program cuts through the noise and vets these companies that want to sell their products and services to Insurance Agents in order to help you, the agent/Agency Owner, feel confident that if you are going to spend the money anyways on that product or service; to be certain that you are spending it with companies who are the most likely to help you get a positive ROI and the best bang for your buck!

Categories

CRM & Automation - Client Care - Sales Tools & Software - Teams & Staffing - Life Settlement Firms

Mortgage Partners - Other Products & Services For Your Clients - Alternative Investments - Lead Vendors

Marketing Services - Printing Swag Apparel & Merch - Agent Services - Training & Accreditation Programs

Debt Services - IMO/FMO's to consider - Free Training & Resources

CRM & Automation

The #1 GoHighLevel based CRM for insurance agents needing a massively robust prebuilt CRM solution that acts as a digital Agency in a shoebox. From pipelines and calendar automation to automating service, task management, integrated calling, sms, and emailing and much more! GHL is the most powerful platform for insurance agents and AgentCRM is the most cost effective and well supported way to put these powerful tools to work.

Once again on the GoHighLevel CRM platform, KJ is the best in the business for complete customization for medium and large agencies. From automation to pipelines, to websites, and more. No one will provide a "done for you" customized CRM solution for your agency like Krackerjak.

Accelerated Automation

Accelerated Automation is the workflow and automation training company for AgencyZoom. More than 600 agencies across the country have joined Accelerated Automation to maximize their workflows. Training is designed for multi-line P&C agencies who want to get the most out of their lead funnels. We provide easy to follow virtual and live private training for you and your team. We are always here to help you succeed via our private Facebook group and 5 weekly support calls. Think of us as the specialized team that sets up and teaches you how to use a super-smart CRM for your agency.

Client Care

Mailbox Power

Elevate your marketing with Mailbox Power’s automated platform, designed to streamline direct mail and gift campaigns. Effortlessly schedule, send, and manage your direct mail pieces or personalized gifts over any timeframe. Our comprehensive service takes care of packaging, timing, and mailing, freeing you from the hassle of post office visits. Experience seamless direct mail and gifting solutions that save time and enhance your outreach. Say goodbye to manual processes and hello to efficiency with Mailbox Power.

SendOutCards

Business relationships are the most valuable assets in your career! SendOutCards is an online platform for sending out automated, personalized greeting cards & gifts, significantly enhancing your customer relationships. Consistently staying top-of-mind with clients through thoughtful, timely card deliveries contributes to increased sales and more referrals. Send beautiful cards and gifts from your PC or mobile phone directly to your client's mailboxes! You can even brand the backs of your cards, and virtual assistants are available to help you too!

Contact Barb Corsa directly at:

Email: [email protected]

Linktree: https://linktr.ee/barbcorsa

Sales Tools & Software

Retirement Analyzer

Thomas Gold is a developer of software solutions for financial advisors and insurance agents. Our flagship application Retirement Analyzer, can be coupled together with our C3 CRM, to help create efficiencies and opportunities. Over the top training and support is provided for all applications, our courteous staff is here to answer any questions you may have and will help you get acclimated quickly to get the most from our programs.

for more info please email: [email protected]

OneProtection

OneProtection is a revolutionary income protection (DI - Disability Income) sales tool that helps insurance and financial professionals excel in this crucial area of planning. With an industry average DI closing rate of just 10%, OneProtection users consistently achieve a 90% close rate—dramatically boosting their income and strengthening client relationships. For clients who depend on their income, Disability Insurance coverage is essential. Our user-friendly software and expert training equip you to succeed where others fall short, unlocking opportunities and maximizing your earnings

Click the links to learn more or reach out to Michael Sir directly
[email protected]

Teams & Staffing

Lava Virtual Assistance

Insurance Industry Virtual Assistants. Lava sources over 2000 applications each month and only the top 1% to interview with you. You'll end up saving $10's of thousands in overhead while getting 10's of thousands of manhours worked.

IdealTraits

IdealTraits has everything you you need to hire for your insurance agency: maximum jobs posting exposure, streamlined candidate tracking, precise assessments and one-way interviewing. IdealTraits is the #1 resource for agencies who want to put the right people in the right positions the first time and grow exponentially!

Click anywhere for more info or schedule directly with Jeff Sophia by CLICKING HERE

EO Staff is the #1 resource for exceptional Executive Virtual Assistants. Price and Service are a no brainer from EO but what really sets them apart is their VA's abilities to help you run the backend of your business better so that you can focus on doing the things that make you money! They aren't necessarily focused on simply selling insurance, they are focused on empowering you as a business owner and entrepreneur to grow your business and your lifestyle.

Life Settlement Firms

LotusGroup Life Settlements

LotusGroup has been an investment fiduciary for over twenty years, with over eight years in the life settlements space. Deep in our core, we understand that financial professionals take pride in solving client problems and helping to deliver real value. LotusGroup is so confident in their ability to provide real value to you and your clients they will pay you $175 just for submitting a case for review! (if all pre-requisites are met, reach out to [email protected] for details.)

Mortgage Partners

Movement Mortgage (Reverse Mortgage)

Movement Mortgage, our Reverse Lending Division is rooted in our core belief: to love and value people. We are passionate about empowering homeowners aged 62 and older to unlock the potential of their home equity, providing innovative solutions that support financial freedom, flexibility, and peace of mind in retirement. As an impact lender, we are dedicated to transforming lives and communities. A significant portion of our profits funds Movement Foundation initiatives, including building schools, supporting underserved communities, and fostering positive social change. By choosing Movement Mortgage, our clients don’t just secure their financial future—they help create a ripple effect of generosity and opportunity. Our mission is to reimagine the way people view home equity—as a dynamic, untapped resource that can enhance retirement strategies, preserve savings, and mitigate risks. Through our specialized reverse mortgage solutions, we help clients live the life they’ve worked hard to achieve while offering financial advisors and industry partners tools to better serve their clients’ needs. With a culture of care, education, and integrity, the Reverse Lending Division combines expertise with a people-first approach. Whether it’s funding long-term goals, managing unexpected expenses, or creating a more secure future, we are here to guide our clients every step of the way because at Movement Mortgage, it’s more than business. It’s about building better lives.

CLICK HERE to book a call with Cheryl Canzanella, CLU, ChSNC, CAP, LUTCF Retirement Solutions Partner to discuss how Reverse Mortgage can help your clients improve their retirement outcomes!

Other Products & Services For Your Clients

LegalShield

_{LegalShield offers affordable, accessible to legal and identity protection services, giving you peace of mind with expert support whenever you need it. Whether you’re resolving business challenges like Advice, document review, IRS audit or Debt collection or Personal legal issues like family law, contracts, or traffic violations, or safeguarding your identity with real-time monitoring and restoration, LegalShield has you covered. For as little as $29.95 per month, you’ll have access to a network of experienced lawyers and ID protection specialists 24/7 through a convenient app. With plans for individuals, families, small businesses, and even commercial drivers and concealed weapons owners, LegalShield ensures no legal or identity challenge is faced alone—risk-free with no contract. Join millions who’ve already discovered the confidence of having trusted experts at their side!}

Alternative Investments

Rockstar Capital Group

A Reg A Tier II Evergreen Offering that lends to our Strategic Partners in the formation of Paper Lot Developments that are sold off to the largest National Home Builders in the Southeast. Investment Opportunities for both Accredited and Non Accredited/Sophisticated Investors starting with as little as a $10,000 minimum entry. We pay a 10% prime plus a substantial profit share to our investors and even has compensation opportunities for both series licensed and non series licensed agents and advisors. Click the links to see more info,

If you would like to set up a meeting to discuss a case or to get yourself set up with us for compensation please send an email to: [email protected]

Lead Vendors

Level Up Leads

Level Up Leads specializes in providing high-quality digital leads for insurance agents, focusing on areas such as General Life, Mortgage Protection, Indexed Universal Life (IUL), and Retirement plans. Their services are designed to help agents grow their businesses by offering: Exclusive high-intent leads, Comprehensive Support & Community engagement. By leveraging these resources, Level Up Leads aims to empower insurance agents to become profitable faster and achieve sustained growth in their businesses.

LeadForce360

LeadForce360 simplifies commercial insurance sales by automating the grind through an easy-to-use app. 🚀 Focus on closing deals while we handle cold calls, lead generation, and scheduling. Our platform connects you with decision-makers, saving time and boosting productivity, so you can grow your business efficiently and stress-free. 🕒✨

Marketing Services

ClickRush is a marketing agency that focuses on helping Insurance Agencies grow their local rankings through their Google Business Profile. They also provide Client Acquisition Systems using Google Ads, Facebook Ads, Call Tracking Software and AI-Backed Landing Pages. If you want to improve your organic and/or paid visibility and SEO it's worth a conversation with ClickRush to see what they can do to help you!

Printing - Swag - Apparel - Merch

Coming Soon

Agent Services

AdvisorVerified

AdvisorVerified offers insurance agents a comprehensive platform designed to enhance credibility, streamline client interactions, and drive business growth. Key benefits include: Enhanced Credibility, Comprehensive Profile Features, Increased Professionalism & access to the Resource Marketplace. By leveraging these features, insurance agents can build trust, reduce chargebacks and increase sales without buying additional leads.

The National Association of Insurance and Financial Advisors is perhaps the most benevolently! engaged organization on the behalf of financial professionals. They are the ones fighting to keep life insurance tax free, to keep your commissions tax free, and so much more. In addition, by becoming a member you will get access to tons of training, tools, and resources while becoming a member of one of the top networks for financial professionals. Thanks to a special relationship with REV Agency Syndicate you can now become a member for just $20 per month

Integrity Estate Planning

Integrity Estate Planning LLC specializes in the preparation of Living Trusts. Our goal is to provide quality and affordable Living Trusts throughout the United States. We have been in business for 25 plus years having provided Living Trusts to over 10,000 clients. We walk the client through the entire process of setting up the Living Trust. We assist in funding of the Living Trust and make sure we can maximize the value the Living Trust can bring up and beyond avoiding probate. Our Living Trust package provides the full package which includes the Trust, Power of Attorney, Healthcare Directives, Pour Over Will, Abstract, Directives and Quit Claim deeds. Its the entire package needed to take care of your entire estate. At Integrity our goal is to provide our clients with the unequaled service to preserve, protect and obtain peace of mind for you and your loved ones

Van Mueller

Van Mueller has been a servant leader in the life insurance industry for decades. He is one of the most well known and captivating speakers and trainers and is held in high esteem. Van is a master at creating impactful conversations that inspire people to take action. Each month he publishes a newsletter full of his most powerful conversations, and relevant talking points based on what is currently going on in the world to help you to better paint the picture for your clients on why using cash value life insurance and annuities as a part of a purpose build portfolio will significantly increase their ability to retire effectively.

Wintrust is a full service bank located primarily in the Midwest. Wintrust Agent Finance is a niche group that specializes in agency financing lending to Farmers, Allstate, and Independent Agents nationwide. We offer term loans for acquisitions, working capital and refinances as well as lines of credit.

Contact Kaye Martin
email: [email protected] or [email protected]

Phone: 847.268.9788

Training & Accreditation Programs

Certified Financial Fiduciary (CFF)

Get exclusive discounts and become a CFF (Certified Financial Fiduciary). the NACFF (National Association of Certified Financial Fiduciaries) created this course and designation for both series licensed individuals and non-series licensed Life Insurance Agents. You will learn how to document, disclose, and make recommendations like a true fiduciary while providing valuable tangible assets to boost your clients faith and trust in you exponentially!

Annuity Giants

Annuity Giants Agents Academy is a platform designed by Agents for Agents. We focus on training Agents through knowledge based ethical sales practices with levels to meet you where you are. Our scope stretches from basic annuity concepts, to done for you CRM and lead development programs, and everything in between. Turning average Agents into respected experts is what we do

XCEL Solutions

XCEL Solutions is the industry leader in preparing individuals to pass their insurance exams (L&H and P&C) in addition to satisfying continuing education requirements. Our courses and test simulations are state and provider specific. We meet the needed regulations and requirements, teach students exactly what they will need to know to pass their state’s licensing exam and nothing more, allowing students to take and pass their exam as soon as their study training is complete

For your own account, please contact: Nathan Wright, RVP

Email: [email protected]

Phone : 480-415-7066

Pension & Retirement Maximization Appointments

PARMA is a complete turnkey program to empower insurance agents and financial advisors to add a $100,000 per year (or more) facet to their business helping public employees with their pensions and to set up additional savings, investments, retirements, insurances, and more. you DO NOT need to be series licensed for this program although it can expand the services you can provide and therefore your profitability overall. You will get access to tactical training, all the necessary tools and resources, weekly live collaboration calls, and even PRE-SET appointments with Teachers, Administrators, Municipal Employees, First Responders, and more!

Debt & Credit Solutions

Coming Soon

IMO/FMO's to consider

Iscential Markets

Iscential Markets is the leading Independent IMO/FMO for Nationwide Life Insurance, Annuity, & Long Term Care contracts. You are not required to be exclusive with Iscential for all your business; what you can expect is to receive the most competitive comps, access to verifiably exclusive policy contracts and options, access to the Preferred Underwriting team, massive backend support from quoting to applications and issuance, and more. Iscential is your go to spot for your Independent Nationwide Insurance contracts!

CLICK HERE to book a call a learn more about what Iscential Markets can do for you!

NFC (National Family Care)

National Family Care is based around offering simple, straightforward benefits, inexpensive policies, uncomplicated language, and no hidden fees. We offer a simpler way to provide benefits that get paid directly to your clients when they need it most. Chat with one of our Representatives today to learn how you can offer better critical illness, cancer, accident, and hospital insurance solutions.

Free Training & Resources

FREE Masterclasses

From selling through social media part 1 and 2 to IUL's Unleashed, Intro to Annuities, How to go from captive to independent, and more. REV has created many free trainings that you can access with no strings attached. Click here to opt in!

Winning @ Insurance

Come join our FREE Facebook group where you will find a ton of free training, tools, resources, collaboration, and a safe environment where you can learn grow and connect without spammers, scammers, and recruiters.

Become A Preferred Vendor

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